# Agency On Aging Of South Centr 403(b) Plan
Source: https://planprovider.pro/companies/agency-on-aging-of-south-central-connecticut-inc-403b-plan

> Agency On Aging Of South Centr's 403(b) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Agency On Aging Of South Centr

- **Sponsor EIN:** 060915531

- **Sponsor Address:** 117 WASHINGTON AVE STE 17, NORTH HAVEN, CT, 064731708

- **Plan Type:** 403(b)

- **Total Participants:** 123

- **Total Assets:** $5.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|123|$5.6M|$98,864|$250,266|

| 2023|120|$4.6M|$92,696|$212,919|

| 2022|122|$4.6M|$92,173|$226,496|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| GUILMARTIN, DIPIRO & SOKOLOWSKI, LL|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,294|—|—|—|—|

| 2023|$888|—|—|—|—|

| 2022|$1,337|—|—|—|—|

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